Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Practice management & M&A
Valuation and succession tools, recruiting and transition platforms, compensation and benchmarking.
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Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Advisor Legacy
Practice valuation, succession, continuity and coaching for financial advisors
- RIAs
- Broker-dealers
Practice management & M&APer transaction
Practice management & M&A: questions to ask before you buy
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Practice management & M&A in the news
- Sowell Management
Sowell Management promotes Scott Dooley to CIO
- FP Transitions
Multi-owner firms with $100M–$1B in assets draw 48% higher multiple
- FP Transitions
Multi-owner firms with $100M–$1B in assets had 48% higher EBITDA multiple, Wealth Solutions Report column says
- Sowell Management
Sowell Management names Scott Dooley CIO and forms Office of the CIO
- Sowell Management
Sowell names Scott Dooley CIO, restructures investment platform for advisors
- Sowell Management
Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark